Advising Ultra-Affluent Clients and Family Offices (Wiley - download pdf or read online

By Michael M. Pompian

A well timed consultant for monetary pros seeking to faucet into the profitable global of the ultra-affluent

The extremely affluent–defined the following as these having $50 million or extra in liquid assets–are an elite category who count on their monetary advisors not to merely look after and develop their resources, but additionally support them with "soft" concerns resembling philanthropy and kinfolk governance. one of many largest elements to good fortune during this box is the connection among the customer and the consultant. In Advising Ultra-Affluent consumers and kin Offices, writer and practising funding advisor Michael Pompian presents a pragmatic advent to who the ultra-affluent really are and divulges what it takes to construct and retain a superior dating with them. packed with in-depth insights and professional recommendation, this distinctive source bargains worthwhile info on matters that each consultant to the ultra-affluent has to be regularly occurring with.

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Advising Ultra-Affluent Clients and Family Offices (Wiley Finance) by Michael M. Pompian


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